Current jobs related to Merrill Market Client Relationship Manager - Asheville - Bank of America

  • Client Relationship Specialist

    3 weeks ago

    ASHEVILLE, United States Charles Schwab Full time

    Position Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service...

  • Experienced Client Relations Representative

    1 week ago

    Asheville, North Carolina, United States Percepta Full time

    Job OverviewThe role of Senior Customer Service Representative is pivotal in ensuring exceptional service delivery across various markets. At Percepta, we are dedicated to crafting remarkable customer experiences while fostering a vibrant workplace culture.Key ResponsibilitiesEngage with customers and potential clients through a mix of inbound and outbound...

  • Communications and Marketing Senior Manager

    1 week ago

    Asheville, North Carolina, United States Asheville Humane Society Inc Full time

    Position OverviewOrganization Mission:Since its inception, Asheville Humane Society has been committed to enhancing the quality of life for animals, ensuring they experience a life filled with dignity and care. The organization strives to foster a more compassionate community for both pets and their owners.Role Summary:The Senior Manager of Communications...

  • Communications and Marketing Senior Manager

    1 week ago

    Asheville, North Carolina, United States Asheville Humane Society Inc Full time

    Position OverviewAsheville Humane Society Inc. is committed to enhancing the quality of life for animals and their human companions. Our mission extends beyond sheltering to fostering a compassionate community.Role SummaryThe Senior Manager of Communications and Marketing will spearhead the strategic planning, development, and execution of comprehensive...

  • Content Marketing Manager

    5 hours ago

    Asheville, North Carolina, United States Genova Diagnostics Full time

    Job SummaryWe are seeking a highly skilled Digital Content Specialist to join our team at Genova Diagnostics. As a key member of our marketing department, you will be responsible for developing and implementing comprehensive communications strategies to support our brand and drive business growth.Key ResponsibilitiesContent Creation: Develop engaging content...

  • Client Support Specialist

    1 week ago

    Asheville, North Carolina, United States Swannanoa Cleaners Full time

    Exciting Role for a Client Support SpecialistBenefits of Joining Our OrganizationAttractive Compensation PackageGenerous Leave PolicyOpportunities for AdvancementPosition OverviewWe are seeking a committed Client Support Specialist to be an integral part of our organization. In this role, you will interact with clients to comprehend their needs, resolve...

  • Field Marketing Intern for Appointment Setting

    3 days ago

    Asheville, North Carolina, United States 360° Painting Full time

    Position Overview:Are you an enthusiastic and driven individual eager to acquire practical experience in the marketing sector? Benefits:Gain invaluable experience in field marketing and brand representation. Receive training and guidance from seasoned marketing experts. Enjoy flexible working hours. Key Responsibilities:Engage in door-to-door marketing...

  • Marketing Intern

    2 months ago

    Asheville, United States Girl Scouts Carolinas Peaks to Piedmont, Inc. Full time

    Job DescriptionJob DescriptionDescription:TITLE: Marketing InternREPORTS TO: Director of Marketing FLSA CLASSIFICATION: Seasonal InternHIRING RANGE: Weekly stipend of $125WORK LOCATION: Hybrid/Remote, Available to travel to Asheville Service CenterSUMMARY OF POSITIONThe Marketing Intern is responsible for specific marketing activities to expand the...

  • Marketing Intern

    2 months ago

    Asheville, United States Girl Scouts Carolinas Peaks to Piedmont, Inc. Full time

    Job DescriptionJob DescriptionDescription:TITLE: Marketing InternREPORTS TO: Director of Marketing FLSA CLASSIFICATION: Seasonal InternHIRING RANGE: Weekly stipend of $125WORK LOCATION: Hybrid/Remote, Available to travel to Asheville Service CenterSUMMARY OF POSITIONThe Marketing Intern is responsible for specific marketing activities to expand the...

  • Client Engagement Associate

    1 week ago

    Asheville, North Carolina, United States Charles Schwab Full time

    Position Type: RegularYour opportunity At Charles Schwab, you are encouraged to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, enabling us to 'challenge the status quo' and reshape the finance industry collaboratively. As a Client Engagement Associate, you will have the chance to infuse your enthusiasm...

  • Client Engagement Associate

    1 week ago

    Asheville, North Carolina, United States Charles Schwab Full time

    Position Type: Regular Your Opportunity At Charles Schwab, you are empowered to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, allowing us to 'challenge the status quo' and reshape the finance industry together.As a Client Engagement Associate, you will have the chance to channel your enthusiasm for...

  • Client Engagement Associate

    5 days ago

    Asheville, North Carolina, United States Charles Schwab Full time

    Position Type: Regular Your Opportunity At Charles Schwab, you are empowered to influence your career trajectory. Here, innovative thinking meets creative problem-solving, allowing us to redefine the finance industry together.As a Client Engagement Associate, you will have the chance to channel your enthusiasm for customer service into a role that fosters...

  • Account Manager

    7 days ago

    Asheville, United States Biltmore Full time

    Job Description The Account Manager is responsible for driving revenue to Biltmore within their assigned group market(s), territories or sales channels. Sales objectives may include deliverables for room nights, function space, tickets, private events, F&B, activities, specialty programming or other sales initiatives assigned by the Director of Sales. A...

  • Field Marketer Intern

    1 month ago

    Asheville, United States 360 Painting of Asheville Full time

    Job DescriptionJob DescriptionAre you a proactive and energetic individual looking to gain hands-on experience in marketing?Benefits: Real-world experience in field marketing and brand promotion. Training and mentorship from experienced marketing professionals. Flexible working hours.Responsibilities: Conduct door-to-door sales to promote and sell our...

  • Client Support Specialist

    1 week ago

    Asheville, North Carolina, United States Interim HealthCare - North Carolina Full time

    Job OverviewInterim HealthCare of North Carolina is seeking a Client Service Representative/ HR Specialist for a full-time position.Objective:The primary goal is to enhance the overall quality of the branch/office by assisting the Client Service Supervisor (or designated personnel) with operational tasks and managing the scheduling of patients/clients who...

  • Marketing Communications Specialist III

    10 hours ago

    Asheville, United States Thermo Fisher Scientific Full time

    Work ScheduleStandard (Mon-Fri)Environmental ConditionsOfficeJob DescriptionAs part of the Thermo Fisher Scientific team, you’ll discover meaningful work that makes a positive impact on a global scale. Join our colleagues in bringing our Mission to life every single day to enable our customers to make the world healthier, cleaner and safer. We provide...

  • Customer Relationship Service Representative

    2 weeks ago

    Asheville, United States Percepta Full time

    Job DescriptionJob DescriptionRequisition Title: Customer Relationship Service Representative - JLR (03YSU)US-NC-AshevilleDescription Our values are the heartbeat of our organization and we live, breath, and play by them every day. Join our team as a Concierge Specialist supporting Jaguar Land Rover and experience the satisfaction of being part of a...

  • Client Service Representative

    3 weeks ago

    Asheville, United States Interim HealthCare - North Carolina Full time

    Job DescriptionJob DescriptionInterim Healthcare of Asheville, NC is now hiring a Client Service Representative/ HR Specialist Monday through Friday 8:00am-5:00pm!General Purpose:To provide continuous improvement of the total quality of the branch/office as it relates to assisting the Client Service Supervisor (or designee) with the office operations and the...

  • Senior Marketing Associate

    4 weeks ago

    Asheville, United States Goodman Full time

    OverviewGoodmanCPA is at a pivotal time of growth, and we are looking for an individual eager to make an impact and help us grow. We are looking to bring on our first Senior Marketing Associate who has a track record of identifying and executing programs to meaningfully accelerate customer acquisition and engagement growth through organic and paid...

  • Client Service Specialist

    1 week ago

    Asheville, United States Modera Wealth Management Full time

    About Modera Wealth Management: Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is a fast-growing firm and has a track record of providing career development opportunities from entry level...

Merrill Market Client Relationship Manager

2 months ago

Asheville, United States Bank of America Full time

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us

Job Description:
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.

The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.

Responsibilities:

Leads the service delivery model and wealth management banking strategy of respective markets to drive business growthHires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client serviceSupervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch auditOversees the client service experience and reviews the approval of new client accountsLeads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

Diversity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&I goals.Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Specific responsibilities include, but are not limited to:

Ensuring client service expectations are met and exceeded while balancing the risk and exposure for MerrillManaging the branch's Wealth Management Client Associates and Service Support StaffRepresenting the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counselRequires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledgeCoaching teams to deliver a modern, digital first service model focusing on client satisfactionProactively identifying opportunities to connect Financial Advisors and clients to the broader enterpriseManaging the daily operations ensuring compliance to industry regulations, and policies and procedures
Required Qualifications:

Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warrantedMinimum of 5+ years professional experience
Key Qualifications for the role:

Current or previous Merrill Wealth Management experience strongly preferredSelf-motivated and client centricExpert knowledge of regulatory and supervisory requirements and corporate policies and proceduresInvestment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)Prior trend analysis experienceStrong customer service and communication skillsStrong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
Desired qualifications:

Bachelors degree or equivalent experience
Skills:

Compensation AnalysisPerformance ManagementProcess Performance ManagementReferral ManagementWorkforce PlanningDue DiligenceInternal Audit ReviewLeadership DevelopmentRecruitingRisk ManagementClient ManagementCustomer Service ManagementEmployee CounselingSuccession Planning
Shift:
1st shift (United States of America)

Hours Per Week:
40